BGSIX vs. VUG

The year-to-date returns for both investments are quite close, with BGSIX having a 2.26% return and VUG slightly higher at 2.27%. Over the past 10 years, BGSIX has outperformed VUG with an annualized return of 19.03%, while VUG has yielded a comparatively lower 15.49% annualized return.

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BGSIX has a 0.93% expense ratio, which is higher than VUG's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for BlackRock Technology Opportunities Institutional (BGSIX) and Vanguard Growth ETF (VUG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current BGSIX Sharpe Ratio is 0.56, which is comparable to the VUG Sharpe Ratio of 0.77. The chart below compares the historical Sharpe Ratios of BGSIX and VUG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BGSIX's dividend yield for the trailing twelve months is around 3.83%, more than VUG's 0.46% yield.

The maximum BGSIX drawdown since its inception was -73.48%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for BGSIX and VUG.

BlackRock Technology Opportunities Institutional (BGSIX) and Vanguard Growth ETF (VUG) have volatilities of 5.39% and 5.61%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.